Tarrytown, NY Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Tarrytown, NY has 35 loaded benefit plan(s) reported by 19 plan sponsor(s), with $6,293,066,107 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
35
Plan sponsors
19
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$6,293,066,107
Total reported liabilities (EOY)
$557,581
Total reported net assets (EOY)
$6,292,508,526

Contributions & income

Employer contributions
$195,646,351
Participant contributions
$331,191,599
Total income / additions
$1,521,507,813

Expenses & distributions

Benefits paid / distributions
$447,964,309
Total expenses
$452,823,413
Net increase / (decrease)
$1,068,684,400

Coverage

Total reported participants
74,230
Plans with financial statements
22
Plans with provider compensation
18

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Tarrytown, NY plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Tarrytown, NY
PlanSponsorReported assets (EOY)Year
Hitachi Employee 401(K) Retirement PlanHitachi America, Ltd.$3,152,400,5142023
Regeneron Pharmaceuticals, Inc. 401(K) Savings PlanRegeneron Pharmaceuticals, Inc.$2,247,714,9752023
Ent And Allergy Associates, Llp Retirement Savings Plan IEnt And Allergy Associates, Llp$209,792,7822023
Ampacet Corporation Employees' Retirement PlanAmpacet Corporation$156,821,8882023
Ampacet Corporation 401(K) Profit Sharing PlanAmpacet Corporation$122,417,9792023
Hackley School 403(B) Dc And Tda PlanHackley School$96,961,3422023
Prestige Services Corp. 401(K) PlanPrestige Services Corp.$72,308,1552023
Ent And Allergy Associates, Llp 401(K) Profit Sharing Plan IiEnt And Allergy Associates, Llp$71,988,7662023
Ent And Allergy Associates, Llp Cash Balance Pension Plan IEnt And Allergy Associates, Llp$27,966,0652023
Ent And Allergy Associates, Llp Cash Balance Pension Plan IiEnt And Allergy Associates, Llp$27,958,7412023
Ima Group Management Company 401(K) Profit Sharing Plan & TrustIma Group Management Company$18,817,9812023
403(B) Thrift Plan For Employees Of The Institutes Of Applied Human Dynamics, Inc.The Institutes Of Applied Human Dynamics, Inc.$16,115,0782023
Kari-Out 401(K) PlanKari-Out$15,936,3252023
Software Guidance And Assistance, Inc. 401(K) Profit Sharing Plan And TrustSoftware Guidance And Assistance, Inc.$14,425,5582023
Ultrafabrics Inc 401(K) Profit Sharing Plan & TrustUltrafabrics Inc$13,682,4942023
The Mental Health Association Of Westchester County, Inc. Profit Sharing PlanThe Mental Health Association Of Westchester County Inc.$10,176,3122023
Personal Healthcare Management, LLC 401(K) PlanPersonal Healthcare Management, LLC$5,250,4532023
Montefiore Medical Center Hsrp Retirement PlanMontefiore Medical Center$5,213,9182023
Exactera Retirement Savings PlanExactera LLC$3,348,3692023
Language Testing International, Inc. 401(K) PlanLanguage Testing International, Inc.$2,800,3872023
Westchester Health And Welfare FundPersonal Healthcare Management LLC$500,3482023
Birchfield Partners LLC 401(K) Profit Sharing Plan & TrustBirchfield Partners LLC$467,6772023
The Mental Health Association Of WestchesterThe Mental Health Association Of Westchesternot reported in the loaded dataset2023
Montefiore Medical Center Employee Health & Welfare Benefit PlanMontefiore Medical Centernot reported in the loaded dataset2023
Montefiore Medical Center Retiree Medical PlanMontefiore Medical Centernot reported in the loaded dataset2023

Related Form 5500 pages